SGDM vs DJD overlap
30 institutions report holding both SGDM and DJD.
SGDMDJD
Pick 2 to 4 ETFs.
We don’t have holdings for SGDM. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
30
institutions report holding both, of 171 holding any
SGDM48.7% of its 13F dollars, 28.9% of its 104 holders
DJD45.7% of its 13F dollars, 30.9% of its 97 holders
Largest institutions holding both
| Firm | SGDM | DJD |
|---|---|---|
| LPL Financial LLC | $7.6M | $32.6M |
| Bank of America Corp. | $7.0M | $9.4M |
| UBS Group AG | $15.0M | $492K |
| Morgan Stanley | $14.7M | $135K |
| Raymond James Financial Inc. | $6.5M | $2.6M |
| Osaic Holdings, Inc. | $3.6M | $2.7M |
| Cetera Investment Advisers | $3.3M | $2.7M |
| Royal Bank of Canada | $4.0M | $1.5M |
| Wells Fargo & Company | $5.3M | $6K |
| Integrated Wealth Concepts LLC | $410K | $4.6M |
| Kestra Advisory Services, LLC | $2.0M | $2.6M |
| Commonwealth Equity Services, LLC | $1.7M | $2.0M |
| Envestnet Asset Management Inc. | $209K | $3.4M |
| MML Investors Services, LLC | $1.1M | $784K |
| Wealthcare Advisory Partners LLC | $472K | $986K |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: SGDM institutional holders, DJD institutional holders.
Frequently asked questions
Do institutions hold both SGDM and DJD?
30 Form 13F filers report positions in both, out of 171 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.